AFSC vs SCHD5YAFSCAFSCAvsBSCHDSCHDabrdn Focused U.S. Small Cap Active ETF · $11MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in[…]3 years · per year[…] · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income1.09%Expense ratio$109 · $6 on $10k · lower wins0.06%0.06%12-mo yield$6 · $294 on $10k2.94%
Overlap: AFSC, SCHD, IJRToday5.7%most shared, AFSC and IJRAFSCSCHDIJRAFSC—0.1%5.7%SCHD0.1%—1.2%IJR5.7%1.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
AFSC vs SCHD5YAAFSCabrdn Focused U.S. Small Cap Active[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasureAFSCSCHDFee1.09%0.06%Cost on $10k a year$109$6Yield0.06%2.94%5 years, per year[…]+10.4%3 years, per year[…]+19.5%Worst drop · 1Y−11.4%−6.9%Volatility · 1Y19.0%11.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%+0.1%+18.5%+21.3%+16.2%+5.7%−9.7%$106.3B3AAFSCabrdn Focused U.S. Small Cap Active ETFReadDesk1.09%0.06%−0.1%+19.5%+22.6%newnew−11.4%$11MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%+0.1%+18.5%+21.3%+16.2%+5.7%−9.7%$106.3B3AAFSCabrdn Focused U.S. Small Cap Active ETFReadDesk1.09%0.06%−0.1%+19.5%+22.6%newnew−11.4%$11MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: AFSC, SCHD, IJRToday5.7%most shared, AFSC and IJRAFSCSCHDIJRAFSC—0.1%5.7%SCHD0.1%—1.2%IJR5.7%1.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288IJR$121 − $6 = $115AFSC$6 − $109 = −$103KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee